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Truist Financial

1,568 hedge funds and large institutions have $42.6B invested in Truist Financial in 2024 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 586 increasing their positions, 600 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 84

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

22% more call options, than puts

Call options by funds: $429M | Put options by funds: $352M

6% more funds holding

Funds holding: 1,4751,568 (+93)

1.14% more ownership

Funds ownership: 71.9%73.04% (+1.1%)

3% more capital invested

Capital invested by funds: $41.2B → $42.6B (+$1.4B)

2% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 600

Holders
1,568
Holders Change
+93
Holders Change %
+6.31%
% of All Funds
20.65%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.22%
New
197
Increased
586
Reduced
600
Closed
84
Calls
$429M
Puts
$352M
Net Calls
+$76.3M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
201
Montgomery Investment Management
Maryland
$14.4M -$64.7K -1,450 -0.4%
BWL
202
Bogart Wealth LLC
Virginia
$14.4M +$7.32M +164,112 +98%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$802K +17,968 +6%
ACM
204
Ategra Capital Management
Virginia
$14.2M -$15.1K -339 -0.1%
Handelsbanken Fonder
205
Handelsbanken Fonder
Sweden
$14.2M +$2.11M +47,245 +17%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$13.9M -$104K -2,324 -0.7%
WSFS
207
Wilmington Savings Fund Society
Delaware
$13.8M -$269K -6,039 -2%
DAM
208
Delta Asset Management
Tennessee
$13.8M -$135K -3,025 -0.9%
Creative Planning
209
Creative Planning
Kansas
$13.6M -$2.09M -46,761 -13%
AU
210
Algebris (UK)
United Kingdom
$13.4M +$14.3M +319,581 New
IAA
211
Independent Advisor Alliance
North Carolina
$13.2M +$988K +22,135 +8%
MCM
212
Moore Capital Management
New York
$13.1M -$5.4M -121,031 -29%
CCM
213
Coerente Capital Management
Ontario, Canada
$13M +$41.5K +930 +0.3%
SDIC
214
South Dakota Investment Council
South Dakota
$12.9M -$165K -3,700 -1%
Osaic Holdings
215
Osaic Holdings
Arizona
$12.8M +$1.55M +34,825 +13%
SIC
216
Salem Investment Counselors
North Carolina
$12.7M +$70.6K +1,581 +0.5%
SA
217
Sanctuary Advisors
Indiana
$12.6M +$252K +5,638 +2%
FAF
218
Första AP-fonden
Sweden
$12.5M -$44.6K -1,000 -0.3%
AOI
219
Auto-Owners Insurance
Michigan
$12.5M
CNB
220
Czech National Bank
Czech Republic
$12.5M +$671K +15,036 +6%
ProShare Advisors
221
ProShare Advisors
Maryland
$12.3M +$1.21M +27,143 +11%
Credit Agricole
222
Credit Agricole
France
$12.3M +$1.18M +26,552 +10%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M -$413K -9,248 -3%
MML Investors Services
224
MML Investors Services
Massachusetts
$12.2M +$130K +2,910 +1%
MCM
225
McRae Capital Management
New Jersey
$12.2M -$57.3K -1,285 -0.5%

TFC Hedge Fund Activity: Q4 2024 in Review

1,568 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2024, worth a combined $42.6B — up 3.4% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new TFC positions and 84 closed out — a net gain of 113 holders — while 586 added to existing stakes and 600 trimmed.

The largest buyer was Capital International Investors, adding an estimated $835M. The largest seller was Dodge & Cox, cutting an estimated $1.15B.

  • 1,568 institutional investors held Truist Financial (TFC) as of Q4 2024, up from 1,475 in Q3 2024.
  • Funds reported $42.6B of Truist Financial stock for Q4 2024, up 3.4% quarter-over-quarter.
  • 197 funds opened new Truist Financial positions in Q4 2024 and 84 closed out, a net change of +113 holders.
  • The largest Truist Financial buyer in Q4 2024 was Capital International Investors, an estimated $835M added.
  • The largest Truist Financial seller in Q4 2024 was Dodge & Cox, an estimated $1.15B sold.

Based on aggregated 13F filings for Q4 2024.